Automate New Account Openings to Enhance the Customer Onboarding Experience

New account openings are unavoidably information-intensive: customer data pours in from multiple channels and devices, and in multiple formats. If your processes are manual, you face a threefold disadvantage—rising costs due to operational inefficiencies, customer dissatisfaction resulting from lengthy, cumbersome tasks, and risk of regulatory noncompliance fines. This is the challenge facing the more than 70% of banks that do not have an end-to-end digital onboarding process.

Deploy an automated account opening solution that streamlines processing to onboard customers faster, accelerate your time-to-revenue, and speed responses to audits through centralized files and documentation. Most importantly, you will have taken a critical step: providing an engaging onboarding experience that builds loyalty to your business for the long term.

Deliver Compelling Customer Experience with Kofax Onboarding Agility

Helping Clients Succeed

Staff will no longer have to wait for key documents to be shipped and processed off-site and will be able to submit all the relevant customer information at the first point of contact, with greater speed and accuracy. What’s more, multi-channel capture capabilities will allow us to bring together content from multiple sources in one place.

Company Spokesperson
Regional US Bank

Power New Account Openings with Automation

When you automate the account opening process, you deliver a swift, seamless customer experience that builds loyalty, while driving down operational costs, enhancing regulatory compliance and accelerating your time to revenue.